金吾财讯 | 统一企业中国(00220)早盘股价曾一度跌超2%，随后反复扬升，午后涨幅扩大，截至发稿，报9.01港元，涨1.92%，成交额6106.18万港元。德银发表研究报告指，统一企业中国2024年下半年及第四季财报基本符合预期。即食面业务方面，虽然公司管理层指目前要判断今年首两个月强劲销售势头能否延续至全年仍言之过早，但该行对公司2025年仍持审慎乐观看法。该行基于统一去年财报表现及管理层对今年的经营指引，将2025至2027年净利润预测平均上调约2%，目标价从8.8元上调至9.1元，维持“买入”评级。此外，摩根大通发布研报称，维持统一企业中国“增持”评级，目标价由8港元上调至10港元。该行相信，在充满挑战的经济环境下，公司的稳定业务性质、今年有利的成本趋势和高股息支付率将受到市场青睐。该行表示，公司重申没有计划跟随主要竞争对手提高即食面价格，但会降低折扣水平并改变产品组合。该行预测，今年销售额及盈利将同比升7.7%和15.5%，受惠于毛利率提高70个百分点。
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